Investment Associate

Marquette Associates; Philadelphia (Philadelphia County); Hybrid; USD 65,000 - 105,000; Full time

Benefits offered by this job

Hybrid work policy

Tuition and education reimbursement

Paid time off & 15+ holidays

Company 401K contribution

Job summary

Marquette Associates in Philadelphia seeks an Investment Associate to join the client and research teams, handling data collection, analysis and client deliverables. You will build manager searches, process performance reports, and support investment decisions by analyzing data from Bloomberg, Morningstar, and FactSet.

Ideal candidates graduate in Dec 2026 or Spring 2027 with a finance-related degree and strong communication, detail orientation, and the ability to work independently in a

Qualifications

• Bachelor’s degree in Finance, Economics, Business or related field.
• Commitment to client service excellence.
• Strong attention to detail and highly organized.
• Ability to work independently to meet deadlines; use critical thinking to solve problems autonomously.
• Ability to multitask in a fast-paced environment and react to change positively.

Responsibilities

• Prepare quarterly and monthly investment performance reporting for clients.
• Provide day-to-day client support and respond to inquiries.
• Build investment manager searches with asset class leads.
• Collect and analyze data from eVestment, Bloomberg, Morningstar and FactSet.
• Create client-ready deliverables, charts and analyses.

Skills

Attention to detail

Communication skills

Microsoft Office

Critical thinking

Independence/self-motivation

Education

Bachelor’s degree in Finance, Economics, Business or related field

Tools

Bloomberg

eVestment

Morningstar

FactSet

Job description

Marquette was founded in 1986 with the sole objective of providing investment consulting at the highest caliber of service. Our expertise is grounded in our commitment to client service — our team aims to be a trusted partner and as fiduciaries, our clients’ interests and objectives are at the center of everything we do. Our approach brings together the real-world experience of our people and our dedication to creativity and critical thinking in order to empower our clients to meet their goals.

The Investment Associate is responsible for working collaboratively with colleagues on the consulting and manager research teams to collect and synthesize data, support analytical work and gather information required for client deliverables.

Responsibilities

In support of the client team, the Investment Associate will complete quarterly and monthly investment performance reporting, provide day-to-day client support, and special projects assigned by the client team. In support of the research team, the Investment Associate will work with asset class leads to build investment manager searches, collect and analyze data, and attend investment manager meetings.

Client Team

• Obtain monthly and quarterly client statements from investment managers and custodians
• Enter market values and cash flows from the investment manager and custodian statements in the investment software platform for each account in which the client is invested, while problem solving any discrepancies in performance calculations and reconciling performance returns across sources
• Understand and analyze market trends in performance of all asset classes in clients’ portfolios such as equities, fixed income, real estate, hedge funds and private equity
• Provide day-to-day client support: respond to client, manager, and custodian inquiries, explain performance results to the client team when requested, and resolve issues in a timely manner
• Participate in team and firm projects upon request, which may include creating charts/graphs for client deliverables and data analysis

Research Team

• Collaborate with lead asset class analyst on client directed manager searches
• Assist research team in generating reports and collecting data from eVestment, Bloomberg, Morningstar, and FactSet
• Organize weekly agendas for investment committee meetings, take and distribute meeting minutes
• Support asset class leaders with investment manager research by collecting/analyzing data, attending investment manager meetings, and helping create client-ready deliverables, education materials, and manager reports/analysis

Competencies for Success/Qualifications

• Open to December 2026 and Spring 2027 graduates
• Bachelor’s degree in Finance, Economics, Business or related field
• Commitment to client service excellence
• Strong attention to detail and highly organized
• Ability to work independently to meet deadlines; use critical thinking skills to solve problems autonomously
• Ability to multitask in a fast-paced environment and react to change positively
• Excellent communication and interpersonal skills
• Curiosity and interest in the institutional investment market; strong desire to learn
• Solid knowledge of Microsoft Office; ability to quickly learn new software applications, including those which are proprietary

Benefits We Offer

• Top tier healthcare coverage
• 100% paid premium for disability and employee life insurance coverage
• Health and Dependent Care FSA and HSA options
• Company 401K contribution
• Hybrid work policy
• Paid time off & 15+ holidays
• Summer hours
• Enhanced employee assistance program
• Volunteer opportunities
• Tuition and education reimbursement
• Company-wide events

Marquette Associates is proud to be an Equal Opportunity Employer.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in the annual incentive plan, which includes a target bonus of $5,000.